Berman Capital Advisors’s Blackrock BLK Stock Holding History

Berman Capital Advisors’s Portfolio BLK Stock Details BLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$491K	Buy	587 +128	+28%	+$115K	0.08%	136
2021 Q2	$401K	Buy	459 +105	+30%	+$88.7K	0.06%	144
2021 Q1	$266K	Buy	354 +67	+23%	+$48.6K	0.06%	161
2020 Q4	$206K	Buy	287 +15	+6%	+$9.95K	0.05%	162
2020 Q3	$153K	Hold	272	–	–	0.04%	175
2020 Q2	$148K	Sell	272 -63	-19%	-$31.8K	0.04%	175
2020 Q1	$147K	Buy	335 +72	+27%	+$35.5K	0.05%	150
2019 Q4	$131K	Buy	263 +89	+51%	+$42.2K	0.04%	186
2019 Q3	$77K	Sell	174 -10	-5%	-$4.45K	0.02%	250
2019 Q2	$86K	Buy	184 +21	+13%	+$9.5K	0.03%	225
2019 Q1	$69K	Sell	163 -34	-17%	-$14.3K	0.02%	234
2018 Q4	$77K	Buy	+197	New	+$80.7K	0.03%	207

Other funds holding BLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berman Capital Advisors's BLK Position: Q3 2021 in Review

Berman Capital Advisors increased its Blackrock (BLK) stake by 28% in Q3 2021, buying an estimated $115K and bringing the position to 587 shares worth $491K. The position accounts for 0.08% of the portfolio, ranked #136.

Berman Capital Advisors first reported a position in BLK in Q4 2018 and has held it in 12 quarters since. 1,728 funds tracked by Wall St. Rank hold BLK as of Q3 2021.

Berman Capital Advisors held 587 shares of Blackrock worth $491K as of Q3 2021.
Berman Capital Advisors bought 128 Blackrock shares in Q3 2021, an estimated $115K.
Blackrock made up 0.08% of Berman Capital Advisors's portfolio in Q3 2021, its #136 holding.
Berman Capital Advisors first reported a position in Blackrock in Q4 2018 and has held it in 12 quarters since.
1,728 funds tracked by Wall St. Rank held Blackrock as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.